Topic

#wealth management

2 articles found

MDOTM Secures $27M to Revolutionize Wealth Management with AI

The buzziest corner of finance AI is not the trading desk. It is the dull middle office, where staff keep thousands of portfolios in line with spreadsheets. A London-founded startup just raised $27mn to automate exactly that. The company is MDOTM. It has closed a $27mn growth-equity round led by Exp

#mdotm#ai#wealth management#finance technology#india tech

· · The Block

UK Wealth Advisors Unaware of Client Crypto Holdings: A Wake-Up Call

CoinShares survey found 52% of UK advisors report most clients' crypto exposure sits outside their oversight, with firm policy a key driver.

#crypto#wealth management#uk advisors#india#digital assets